Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAK 15.92%
2 KBWP 7.17%
3 HDV 5.13%
4 AIEQ 5.07%
5 GBDV 4.84%
6 WBIF 4.52%
7 NEWZ 4.28%
8 BELT 4.25%
9 PFI 4.15%
10 BIBL 4.10%
11 UTRN 4.05%
12 MFSV 3.99%
13 BWTG 3.73%
14 SSPX 3.53%
15 BOUT 3.21%
16 USCF 3.20%
17 SXQG 3.19%
18 LGCF 2.93%
19 INNO 2.82%
20 TOGA 2.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 54.52M (9.34%) 493.33K
Increased by +0.90%
Jun 30, 25
2 BlackRock Inc 52.65M (9.02%) 39.44K
Increased by +0.07%
Mar 31, 25
3 State Street Corp 25.81M (4.42%) 319.95K
Increased by +1.24%
Mar 31, 25
4 State Street Corporation 24.41M (4.18%) -40.21K
Decreased by -0.16%
Mar 31, 24
5 JPMorgan Chase & Co 18.04M (3.09%) 2.36M
Increased by +13.07%
Mar 31, 25
6 Geode Capital Management, LLC 15.21M (2.61%) 596.39K
Increased by +3.92%
Mar 31, 25
7 Bank of America Corp 14.65M (2.51%) 199.86K
Increased by +1.36%
Mar 31, 25
8 Massachusetts Financial Services Company 12.91M (2.21%) -577.07K
Decreased by -4.47%
Jun 30, 25
9 FMR Inc 11.65M (1.99%) 1.41M
Increased by +12.14%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 11.05M (1.89%) 2.05M
Increased by +18.57%
Mar 31, 25
11 Capital World Investors 9.71M (1.66%) 905.19K
Increased by +9.32%
Jun 30, 25
12 Goldman Sachs Group Inc 9.10M (1.56%) 5.71M
Increased by +62.76%
Dec 31, 23
13 Capital Research Global Investors 8.85M (1.52%) 2.80M
Increased by +31.59%
Jun 30, 25
14 GQG Partners LLC 8.35M (1.43%) 3.17M
Increased by +38.04%
Mar 31, 25
15 AllianceBernstein L.P. 8.26M (1.42%) 1.09M
Increased by +13.21%
Mar 31, 25
16 NORGES BANK 8.08M (1.38%) 390.81K
Increased by +4.84%
Jun 30, 25
17 Capital Research & Mgmt Co - Division 3 7.66M (1.31%) 2.23M
Increased by +29.11%
Jun 30, 25
18 UBS Asset Mgmt Americas Inc 7.19M (1.23%) 813.97K
Increased by +11.31%
Jun 30, 25
19 Wellington Management Company LLP 6.39M (1.09%) -3.32M
Decreased by -52.00%
Dec 31, 24
20 HHG PLC 6.30M (1.08%) -718.40K
Decreased by -11.41%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 18.55M (3.18%) 5.71K
Increased by +0.03%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 18.42M (3.15%) -424.95K
Decreased by -2.31%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 16.66M (2.85%) 116.35K
Increased by +0.70%
May 31, 25
4 Vanguard 500 Index Investor 14.51M (2.49%) -2.13M
Decreased by -14.65%
Jul 31, 25
5 MFS Large Cap Value Equity 8.77M (1.50%) -299.57K
Decreased by -3.42%
Jun 30, 25
6 MFS Value A 8.77M (1.50%) -98.97K
Decreased by -1.13%
Jun 30, 25
7 Fidelity 500 Index 7.43M (1.27%) 36.95K
Increased by +0.50%
Jun 30, 25
8 SPDR® S&P 500 ETF 7.29M (1.25%) -106.64K
Decreased by -1.46%
Mar 31, 25
9 SPDR® S&P 500® ETF 7.17M (1.23%) 30.62K
Increased by +0.43%
Jul 31, 25
10 SPDR® S&P 500® ETF Trust 7.10M (1.22%) -37.15K
Decreased by -0.52%
Mar 31, 25
11 iShares Core S&P 500 ETF 7.00M (1.20%) 31.83K
Increased by +0.45%
Jul 31, 25
12 American Funds Growth Fund of Amer A 6.95M (1.19%) 27.59K
Increased by +0.40%
Jun 30, 25
13 Capital Group Growth Fnd of Amer Comp 6.95M (1.19%) 27.59K
Increased by +0.40%
Jun 30, 25
14 SPDR® S&P 500 ETF Trust 6.92M (1.18%) 15.66K
Increased by +0.23%
Apr 30, 24
15 Fidelity® 500 Index 6.82M (1.17%) 43.41K
Increased by +0.64%
Nov 30, 23
16 Vanguard Value Index Inv 5.20M (0.89%) -6.18K
Decreased by -0.12%
Jul 31, 25
17 The Financial Select Sector SPDR® ETF 4.18M (0.72%) 31.46K
Increased by +0.75%
Jul 31, 25
18 Financial Select Sector SPDR® ETF 3.95M (0.68%) -11.29K
Decreased by -0.29%
Apr 30, 24
19 Vanguard Institutional Index I 3.54M (0.61%) -39.27K
Decreased by -1.11%
Jul 31, 25
20 Vanguard Wellington™ Inv 3.54M (0.61%) -2.18M
Decreased by -61.46%
Dec 31, 24